FileRequest sends each client a secure, branded portal to upload their documents, complete intake forms, and provide the information you need — before they even walk in the door.
Clients sending identity documents, contracts, and sensitive records via email attachments is not a secure workflow. FileRequest provides a token-secured portal — only the intended recipient can access it — with encrypted upload and Australian data storage.
Every new matter starts the same way — a list of things you need from the client. FileRequest turns that list into a branded portal, sends it automatically, and collects everything before the first meeting.
FileRequest sends automatic reminders until clients submit. You see the real-time status of every matter’s outstanding documents in one dashboard — no spreadsheet, no follow-up emails.
Collect certified copies of passports, driver licences, and proof of address through a secure portal with no Google account required from your clients.
Build a template for each matter type — conveyancing, family law, estate planning, commercial — and reuse it for every new client.
Each client receives a unique link. Only they can access their portal. Documents are encrypted in transit and stored in Australia.
All uploaded documents are stored in Sydney (AWS ap-southeast-2) in compliance with Australian privacy obligations. Client data never leaves Australian shores.
Portals display your firm name, logo, and colours. Clients see your brand — professional, credible, and consistent with the standard they expect from their legal adviser.
Running a class action, managing an estate with multiple beneficiaries, or onboarding multiple clients at once? Upload a CSV and send personalised portals to everyone simultaneously.
Looking for a comparison with other tools? See how FileRequest compares to ContentSnare, UseCollect, and FileInvite.
List the documents you need: ID, signed authority forms, relevant contracts, supporting evidence. Save it as a template by matter type.
Your client receives a branded email with a unique link to their portal. No login, no app, no confusion.
Automatic reminders go out until the client has submitted everything. You see real-time status in your dashboard.
Download the complete submission as a ZIP, or sync directly to Google Drive organised by client and matter.
FileRequest uses token-based portal access — each client receives a unique link that only they can use. All files are encrypted in transit and at rest. Data is stored in Sydney, Australia (AWS ap-southeast-2) in compliance with the Australian Privacy Act 1988. FileRequest does not use shared links or public portals.
Yes. FileRequest can collect scanned copies of identity documents — passports, driver licences, proof of address — through a secure upload portal that requires no Google account from your clients. For certified copy requirements, the submission process is the same — clients upload their certified documents directly.
Yes. FileRequest supports both file uploads and structured form fields — text responses, dates, yes/no fields, multiple choice, and number fields. You can build a complete client intake form that collects both documents and written information in a single portal.
Yes. All FileRequest data is stored in the ap-southeast-2 region in Sydney, Australia. Client documents, form responses, and account data never leave Australian shores.
Yes. FileRequest supports unlimited templates. You can build a separate template for each matter type — conveyancing, family law, commercial, estate planning — and send the appropriate one to each new client. Templates can be reused indefinitely and updated at any time.
Set up in under 10 minutes. Your first request out the door today.